Gifts Received

The Singing Financial Advisor @ Edward Jones

Profile Information

How did you hear about this site InHouston?

Todd Gregory - an InHouston member suggested it to me back in 2008.

Industry

Financial

Niche (Services/Products your company provides:)

I am The Singing Financial Advisor at Edward Jones. Since there are 500 advisors at every networking function, I needed a way to stand out. Singing my 60 second commercial has made me very memorable. My experience protecting clients on the market downside has made me invaluable. My firm has won JD Power Associates #1 Investor Satisfaction 6 out of 8 years. Plus, we're not owned by a bank or have shareholders to answer to. Our focus is on our clients.

About Me:

I'm in my 4th year in the securities business. I have recently moved to the Clear Lake area to take over my father's Edward Jones practice. It was an opportunity of a lifetime and look forward to building relationships with folks down here.

A Professional that has resources to implement recommendations on investments, insurance, tax strategies, estate planning, and retirement. What I do isn't the right fit for people that have cash flow and major debt issues.

Target Market(s)

Professionals that live or work in Clear Lake and surrounding areas.

Urgent Needs and Compelling Desires of Target Market(s)

Meeting sub-contractors that have been or will be laid-off. They have major financial decisions to make and without sound advice can cost them thousands of dollars.

"Other interests" (Traveling, wine, books, etc...):

I am a professional soloist that has performed in Germany, Austria, Wales, Mexico, and throughout the US. I've sung the "National Anthem" at an Astros game 4 times. Other interest include playing the piano and spending time with the love of my life - Leslie.

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This is Joseph Thornhill I used to work at the Forum at the Woodlands (Administrator in Training) with Annete Neyman when you held some events there on the property. Anyway, give me a shout my email is (joseph.thornhill@dailycourtreview.com) so we can catch up.

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